PCIG vs INVG

Comparison between Polen Capital International Growth ETF (PCIG, ETF) and GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF (INVG, ETF).

PCIG vs INVG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCIG(ETF)	INVG(ETF)
Net Assets	$28M	$28M
Expense Ratio	0.85%	0.25%
Max Drawdown	23.62%	4.71%
Sharpe Ratio	-0.75	-0.07
5Y Beta	0.91	0.15

Net Assets

PCIG

$28M

INVG

$28M

Expense Ratio

PCIG

0.85%

Winner

INVG

0.25%

Max Drawdown

PCIG

23.62%

Winner

INVG

4.71%

Sharpe Ratio

PCIG

-0.75

Winner

INVG

-0.07

5Y Beta

PCIG

0.91

Winner

INVG

0.15

PCIG vs INVG - Historical Returns

Returns include dividend reinvestment.

Period	PCIG	INVG
1 month	-0.77%	-1.36%
3 months	-0.39%	-0.92%
6 months	-10.23%	-0.96%
1 year	-14.02%	+3.03%
Max(CAGR)	-6.71%	+3.75%

Winner

PCIG

-0.77%

INVG

-1.36%

Winner

PCIG

-0.39%

INVG

-0.92%

PCIG

-10.23%

Winner

INVG

-0.96%

PCIG

-14.02%

Winner

INVG

+3.03%

Max(CAGR)

PCIG

-6.71%

Winner

INVG

+3.75%

PCIG vs INVG - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	PCIG	INVG
2026	-7.94%	-0.40%
2025	+0.42%	+4.70%
2024	-8.06%	N/A

PCIG vs INVG Drawdown Comparison

The maximum drawdown for PCIG was -23.40%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current PCIG drawdown is -16.40%. The current INVG drawdown is -1.96%.

Rank	PCIG	INVG
#1	-23.40% Feb 13, 2025 - Mar 30, 2026	-3.15% Feb 20, 2026 - Mar 27, 2026
#2	-9.68% Aug 30, 2024 - Feb 13, 2025	-1.67% Oct 28, 2025 - Feb 10, 2026
#3	-7.44% Mar 28, 2024 - Aug 29, 2024	-1.12% Jul 1, 2025 - Jul 29, 2025
#4	-0.83% Mar 15, 2024 - Mar 27, 2024	-0.88% Sep 16, 2025 - Oct 14, 2025
#5	N/A	-0.63% Jun 4, 2025 - Jun 12, 2025
#6	N/A	-0.59% Aug 13, 2025 - Aug 22, 2025
#7	N/A	-0.53% Jun 12, 2025 - Jun 23, 2025
#8	N/A	-0.52% Aug 28, 2025 - Sep 4, 2025
#9	N/A	-0.35% Aug 6, 2025 - Aug 13, 2025
#10	N/A	-0.28% Jul 29, 2025 - Aug 1, 2025
#11	N/A	-0.20% Sep 8, 2025 - Sep 10, 2025
#12	N/A	-0.20% Jun 26, 2025 - Jun 30, 2025
#13	N/A	-0.16% Aug 22, 2025 - Aug 28, 2025
#14	N/A	-0.14% Sep 11, 2025 - Sep 15, 2025
#15	N/A	-0.14% Oct 16, 2025 - Oct 20, 2025

Correlation

Correlation between PCIG and INVG is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.50

-101